Commentary and analysis on markets, personal finance, and wealth building from a contrarian perspective. "I believe in the discipline of mastering the best that other people have ever figured out. I don’t believe in just sitting there and trying to dream it up all yourself. Nobody’s that smart."
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Tuesday, June 6, 2017

Yoma Strategic Holdings reports annual results

Management continues to make great progress in diversifying the company revenue streams away from an emphasis on real estate which tends to lumpy.

Overall a great report and Yoma continues to execute their plan. As the economy in Myanmar continues to grow Yoma will continue to catch additional revenue growth due to the company emphasis on focusing on consumer spending growth and the ag sector.

This is a long term investment but it is currently overpriced relative to the business. I would wait for a price pullback before buying or adding shares.